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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,313 | $144,130+56.3% | $117,861+91.2% | $147,586+52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.52% | 531.20%-518.7pp | 335.11%-322.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $12,184 | $4,897+148.8% | $3,786+221.8% | $4,876+149.9% |
| Participant deferral / active EE | $10,264 | $5,316+93.1% | $4,482+129.0% | $5,439+88.7% |
| Admin fee / account holder | $650 | $10,887-94.0% | $8,021-91.9% | $10,886-94.0% |